Thanks for sharing Balu. Sounds like schrader and gasmata on balance are not terribly encouraging, hopefully ncm pay up and continue quickly as although he says capital raising would not be to dilutionary at 1.5c I think it would be. On the positive side he seems quite confident that ncm will continue and use fnt crews, also he does sound keen and confident about east new britain, so while there is life there is hope.
glass half empty., page-28
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